Sugarloaf Wealth Management, LLC Pgim ETF Tr Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 13, 2023	SELL	$49.13 - $49.41 $459,512 - $462,131	-9,353 Reduced 95.89%	401 $19,000
Q1 2023 Apr 26, 2023	BUY	$48.98 - $49.47 $224,818 - $227,067	4,590 Added 88.88%	9,754 $480,000
Q4 2022 Feb 03, 2023	BUY	$48.9 - $49.2 $192,568 - $193,749	3,938 Added 321.21%	5,164 $253,000
Q3 2022 Oct 11, 2022	SELL	$48.93 - $49.17 $48,587 - $48,825	-993 Reduced 44.75%	1,226 $61,000
Q2 2022 Jul 12, 2022	BUY	$49.03 - $49.24 $245 - $246	5 Added 0.23%	2,219 $109,000
Q1 2022 Apr 25, 2022	BUY	$49.16 - $49.5 $147 - $148	3 Added 0.14%	2,214 $109,000
Q4 2021 Jan 20, 2022	BUY	$49.47 - $49.65 $59,908 - $60,126	1,211 Added 121.1%	2,211 $109,000
Q3 2021 Oct 20, 2021	BUY	$49.67 - $49.74 $49,670 - $49,740	1,000 New	1,000 $50,000

Others Institutions Holding PULS

# of Institutions

309

Shares Held

108M

Call Options Held

0

Put Options Held

0

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